As an experienced freelance journalist, I comprehend the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Sidekick Crm for your consumer relations partnership interaction and much more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be included all right it’s done and now it is contributing to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll simply check in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will provide your stage a name let’s state that you actually wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages however I think all of these are really currently created so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can choose like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have totally free form a date check box fall General email email tracking task calls and meetings so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date okay company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have developed by date developed fans and more so I in fact wish to opt for the created.
by or maybe the fans because I wish to monitor my team members that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my task again if I didn’t wish to opt for these sales if I did with tasks then I can go with the project stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it different various colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound assigned working on dealt with and sound this is really pretty good and we also have customized where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just simply click new now once you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can get going for free by just adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve worked with numerous customers, handled multiple projects all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving performance and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and construct custom-made services.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can develop custom phases for different advancement phases, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a inexpensive and user-friendly option that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.